Quilter Financial Planning
501 - 1000 employees
Founded 2006
💸 Finance
Finance • Financial Services
Quilter Financial Planning is a company that focuses on providing financial advice and planning services to help individuals reach their financial goals. They offer a wide range of financial products and services, including investment management, retirement planning, and trust planning. Quilter Financial Planning provides access to financial advisers who can guide clients through different stages of financial planning, helping them make informed decisions to secure their financial future. The company is committed to protecting client security and offers resources to help clients stay safe from financial scams.
Financial Adviser
🕒 May 13
🏢🏡 London – Hybrid
💵 £70k - £80k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
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Quilter Financial Planning
501 - 1000 employees
Founded 2006
💸 Finance
Finance • Financial Services
Quilter Financial Planning is a company that focuses on providing financial advice and planning services to help individuals reach their financial goals. They offer a wide range of financial products and services, including investment management, retirement planning, and trust planning. Quilter Financial Planning provides access to financial advisers who can guide clients through different stages of financial planning, helping them make informed decisions to secure their financial future. The company is committed to protecting client security and offers resources to help clients stay safe from financial scams.
📋 Description
• Deliver tailored financial advice and solutions to clients based on their individual needs and circumstances. • Develop and maintain strong client relationships to ensure high levels of client satisfaction and retention. • Keep up-to-date with financial regulations, products, and industry trends to provide the best advice. • Work collaboratively with colleagues to support business objectives and client outcomes. • Maintain accurate client records and comply with all regulatory and compliance requirements.
🎯 Requirements
• Qualified Financial Adviser with relevant certifications (e.g., QFA or equivalent) • Proven experience in financial advisory roles • Strong communication and interpersonal skills • Analytical skills to assess and develop financial strategies • Up-to-date knowledge of financial regulations and products • Client-focused and proactive attitude
🏖️ Benefits
• Competitive basic salary in the range of £70-80k based on experience along with strong bonus structure.
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